# Compare Smartsheet vs Firm360 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Smartsheet and Firm360 based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/79104-197013/Smartsheet-vs-Firm360 --- # Smartsheet vs Firm360 Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: SmartsheetFirm3602/4 selected [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)[4.5 (3,502)](https://www.capterra.com/p/79104/Smartsheet/reviews/) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) [## Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)[4.5 (3,502)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting Price $12.00/month Value-for-Money 4.4 Functionality 4.3 Ease of Use 4.3 Customer Service 4.3 Reviews Sentiment Based on [3,502 reviews](#user-reviews) Positive 3,229 Neutral 225 Negative 48 [## Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) Starting Price $49.00/month Value-for-Money 4.6 Functionality 4.5 Ease of Use 4.6 Customer Service 4.8 Reviews Sentiment BB Based on [159 reviews](#user-reviews) Positive 151 Neutral 6 Negative 2 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 36,461 reviews from project management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 82%Fit Feature ratings Task Management 4.5 Multiple Projects 4.5 Project Planning/Scheduling 4.6 Commenting/Notes 4.6 Workflow Management 4.5 81%Fit Not enough reviews Feature ratings Task Management 4.6 Multiple Projects 4.5 Project Planning/Scheduling 4.6 Commenting/Notes 5.0 Workflow Management 4.5 User satisfaction User satisfaction 4.5 User reviews[3,502](https://www.capterra.com/p/79104/Smartsheet/reviews/) Ease of use 4.3 Functionality 4.3 Value for money 4.4 Customer support 4.3 User satisfaction 4.7 User reviews[159](https://www.capterra.com/p/197013/Firm360/reviews/) Ease of use 4.6 Functionality 4.5 Value for money 4.6 Customer support 4.8 Price starts from Price starts from $12Per User, Per Month - Free version - Free trial Price starts from $49Per User, Per Month - Free version - Free trial Best for Best for Marketing, creative operations, IT portfolio management, higher education, construction, healthcare and life sciences, government, financial services, and technology organizations. Best for Accounting firms, CPAs, and accounting professionals. ## User reviews Pros & cons CH Carnell H. Owner > "It allows you to roll out standardized project templates at scale. If you need to change a process across 100 active projects, you can do it once in the..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7085487) LW Laura W. Marketing Coordinator > "It has a steep learning curve which can be frustrating to the new hires during the onboarding process and the mobile app has a habit of freezing when we..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7085089) AR Anitha R. Senior Technical Specialist > "You can create sheets to track projects, approvals, internal requests or operational calendars, and everything remains clear and easy to follow." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7092889) SS Sarah S. Land Acquisition Admin > "We need to manually sort them or right-click and reset the sorting filters each time. While automated sorting has the potential to cause issues while working..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6842737) Basel E. IT Operations Specialist > "Smartsheet is very strong for organizing projects, tracking tasks, and keeping teams aligned without needing a complicated project management system." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525) NR Nikole R. Permit Technician > "The biggest downside of Smartsheet is that it can feel complex and not very intuitive, especially when building advanced workflows or dashboards." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143057) KT Kenneth T. Creative Director > "Specifically, I want to adjust its current layout and sync it seamlessly with my iOS devices, such as my iPhone or iPad, to ensure I can access my financial..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#SoftwareAdvice___6810723) AR Anitha R. Senior Technical Specialist > "At times, certain alerts can get mixed in with other notifications, which can reduce visibility on the genuinely urgent matters." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7092889) AG Ana G. Marketing Coordinator > "These facilities have improved the quality of my work life: I have been able to establish effective workflows using these templates, which is fantastic...." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6820741) SE Stephanie E. Talent Attraction Specialist > "Text formatting and navigating the Smartsheet for tasks can be time-consuming if not experienced with it." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7068619) NR Nikole R. Permit Technician > "It’s highly flexible and great for organizing complex processes, tracking tasks, and building reporting dashboards." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143057) KS Keith S. Co-Founder and Chief Executive Officer > "When I’m working on a bunch of stuff at once and they’re all quite busy, if I don’t tidy up after myself my sheets start to feel cluttered." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7100400) HR Haley R. registrar > "I love how you can customize your sheets to fit different projects, and the automation features have saved us a ton of time." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7124713) DA Daniel A. IT Project Manager > "We had a level 3 developer work with us to resolve the issues, but new ones keep popping up with no end user/admin intervention." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7075494) NR Nikole R. Permit Technician > "It’s great for automating processes, tracking projects, and keeping teams aligned in one platform." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143057) TS Todd S. VP of Sales and Marketing > "It can be a bit confusing initially to try and figure out how to access the various locations where the documents can be stored, which is dependent upon how..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6853114) Basel E. IT Operations Specialist > "It is a reliable platform for project collaboration, task tracking, approvals, and process management." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525) Basel E. IT Operations Specialist > "The interface can feel a bit overwhelming at first, especially for users who are not used to project management tools." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525) HR Haley R. registrar > "I can set up workflows, track projects, and collaborate with my team without getting overwhelmed by complex tools." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7124713) MW Marcus W. Research Scientist > "It's shady and unethical use of the "Negative Option Rule" in its renewal process, which has already been outlawed by the FCC in 2025 but still included in old..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6824305) SH Sarah H. Group Show Director > "It's a dynamic excel sheet, that's collaborative for team workflows, and beyond sheets there are forms, reports and dashboards." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6836746) NB Nicholas B. Owner > "Costly and Restrictive Pricing: Smartsheet does not offer a free plan (only a 30-day trial)." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143502) Basel E. IT Operations Specialist > "The biggest value comes when it is set up properly with clear ownership, standardized templates, and automation rules." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525) JB Jennifer B. Operations Coordinator > "Sometimes updates come in an untimely manner; especially not useful when working with live inventory" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7108341) VR Verified Reviewer Assistant Trainee > "It makes tracking tasks, deadlines and projects easy and everything stays clear and well-managed in one place." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7125565) EB Ellie B. Business Operations and HR Support > "Smartsheet has recently changed its licensing and is now really quite expensive for the amount of users required, who don't necessarily need the full..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6822091) Basel E. IT Operations Specialist > "For teams that need visibility, accountability, and structured workflows, Smartsheet is a strong option." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525) MB Mark B. VP of Sales and Estimating > "It can feel less intuitive for team members who aren’t comfortable with structured planning tools ." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7081747) MW Marcus W. Research Scientist > "They have also made many of the Pros such as collaboration paid only features, greatly limiting the capability of free users/collaborators and hence made a lot..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6824305) Roger A. Owner > "Some bugs and issues can appear with complex sheets." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7082814) VR Verified Reviewer President > "It's also made information gathering a much more streamlined process with it's ability to integrate with webforms." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7061484) DA Daniel A. IT Project Manager > "The new licensing model greatly reduces the value of the product." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7075494) BB Brendan B. Operations Lead > "It allows us to make sure internal tool access is not deactivated for those who need it." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7044172) SN Sarah N. Academic Programs Coordinator > "Other high automation capabilities are time-consuming to set up and are not necessarily user friendly." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7070791) EB Euler B. Board Observer > "I like the layouts and its simplicity,the fact that it has an option to create forms and use it offline in mobile app is awesome plus maintaining large data is..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6310714) VR Verified Reviewer Client Success Manager > "There’s a noticeable learning curve, especially for users who aren’t comfortable with spreadsheets." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7068086) EN Edmond N. Research Project Support Coordinator > "The platform facilitated the generation of real-time reports, offering valuable insights into the advancement of projects, allocation of resources, and..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6446749) TA Tim A. Strategic Operations Director > "Sometimes, people on a team can’t get to sheets I thought they had, or receive edit access when they should not." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6855849) Shilpa R. QA > "Great tool for listing, documentation, project collaboration, task management and ease to use with microsoft 365" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7068508) JC Juan C. Manger > "What I like the least about smartsheet is the fact that it’s very expensive for small businesses to have." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7128854) AT Aniruddha T. Operations Support > "I have been using it since 2020 for my project tracking, daily tasks, monitor reports and so many other things and it provides a great visibility to me, my..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6488207) DL Drew L. SR SYS Admin > "I think that the backend administration features can be a bit confusing at first." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7128061) KT Kenneth T. Creative Director > "Your guidance on how to proceed would be immensely valuable, as it would help streamline my workflow and enhance my productivity in tracking and managing my..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#SoftwareAdvice___6810723) TH Tabatha H. Director of Human Resources > "The files are not ours. When an employee leaves and did not get the change to transfer the files it was difficult to gain access to the files and attachments" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6797907) MA Mohammad A. Senior Claims adjuster > "It works like a spreadsheet but with better tracking for tasks and deadlines." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7132464) VR Verified Reviewer Sr Architect > "Spreadsheet-style UI can be confusing initially" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7127970) KF Kayla F. Coordinator > "I really enjoy using Smartsheet's since it collaberates a lot and makes it so much easier to communicate in a professional way." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7054745) KT Kenneth T. Creative Director > "However, it seems that this feature, which I find crucial, is not available for Apple users like myself at the moment." [See full review](https://www.capterra.com/p/79104/Smartsheet/#SoftwareAdvice___6810723) ML Mor L. Senior Presales Engineer > "The interface is amazing, the AI ​​features for generating formulas are great, the approval and documentation management is smooth and enhances transparency." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6637570) EG Elvison G. Business Architecture Supervisor > "At first it was a little difficult for me to adapt and to be able to see the changes that other people make you have to refresh since it is not updated in real..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6559141) BB Britta B. Coordinator > "There are numerous options to help organize to-do lists, projects, or any other task you need to track in an orderly manner." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6843773) LV Leah V. Senior Client Service Rep > "I find the form functions are not user friendly for mobile users. And I do find it to glitch out quite a bit or go down." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6630070) Victoria H. HR Director > "I use it for a lot of project management as well as to do task and it keeps me on track." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7076731) Otilde R. Product Designer > "Availability features of allocating various resources do not incorporate part-time availability well enough." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6515852) MB Manish B. Chartered Accountant > "It helps us track progress, identify bottlenecks, and collaborate effectively, leading to better project outcomes and increased productivity." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6595921) PK Paulette K. Credit Risk Analyst > "It can get expensive if you need access to premium features thus affecting its viability for small teams." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6517857) VR Verified Reviewer Project Coordinator > "Using Smartsheet was an excellent way to think through the various tasks of a project, set deadlines / goals, and loop in teammates to better collaborate on..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6592092) AB Alanna B. Rebate Programs > "Users can accidentally input work and forget to save leading to lost worktime and need for double checking." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6515301) DL DONIA L. Project Manager > "The Gantt timeline actually assists me to monitor dependencies and dates become dynamic when tasks are moved." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6847096) MJ Michael J. Digital Marketer > "UI feels a bit plain at first, and key features like dashboards or workflows need a paid plan." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6806619) Julieann L. Office Manager Project Assistant > "Smartsheet takes all the benefits of Excel and creates an intuitive and super-simple to use platform." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7097130) TA Tim A. Strategic Operations Director > "The permissions system can be a bit cumbersome." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6855849) PB Phoebe B. Payroll Manager > "I like the real-time updates and feature to collaborate with other coworkers." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7058344) JA Jacqueline A. Quality Assurance Specialist > "This format caused delays, was time consuming, caused email congestion, and were difficult to address in a timely manner." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6535471) SN Sharon N. Payroll and Billing > "It helps that each sheet can be easily viewed in a few different ways." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7064906) RC Ripon C. IT Executive > "Some users have noted that the reporting functionality within Smartsheet is limited, which may make it difficult to get an overall view of project progress or..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___4801437) JA Jacqueline A. Quality Assurance Specialist > "The greatest highlight of using Smartsheet is the software's ability to swiftly transport data entered into an organized spreadsheet." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6535471) MB Mark B. IT Manager > "Before its implementation, middle managers used to waste a lot of time performing routine tasks and operational activities of low value to the company." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6729489) FP Fernando P. Administrative > "The user-friendly interface and customizable templates make Smartsheet a top choice for organizing and collaborating on complex projects." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6540372) MA Mohammad A. Senior Claims adjuster > "At the beginning, it was a bit confusing to understand all the features." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7132464) ZA Zafar A. Country HSE manager > "Using it as tracking tool for actions makes it very easy to use and in a recognizable platform that you won’t find it hard to learn" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7112515) RG Roman G. Information Technology Audit > "Could become a bit costly if you start to add additional ad-ons (for example time tracking)" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6771415) JA Jon A. Chief Executive Officer > "It has been phenomenal at taking purchasing requests from 10 sales reps and over 300 vendors and communicate this down to a simple system for our Planner. " [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6339124) JL Jianming L. Senior program officer > "I'm not sure if it is a Smartsheet function or my Email intake system, but the way the notifications are sent, it's all in a single email rather than separate..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6114926) Samuel K. owner > "It’s like a smart spreadsheet where I can track projects and tasks, and it’s great for working with my team and sharing files." [See full review](https://www.capterra.com/p/79104/Smartsheet/#GetApp___6435564) OA Onome A. Operation Manager > "Areas of improvement encompass a learning curve, potential costs, compatibility challenges, limited support, feature overload, and customization limitations,..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___4914716) JL Jonathan L. Clinical Quality Assurance Manager > "creating reports using filters and specific criteria is super helpful in seeing what employees are spending their time on and for getting prompt feedback about..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6454692) SS Sarah S. Land Acquisition Admin > "Sometimes the functionality seems limited." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6842737) ML Mor L. Senior Presales Engineer > "Smartsheet dashboards are very advanced, I loved the ease of customization and linking them to multiple data sources to display metrics in an organized manner." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6637570) NR Nuria R. Community Manager > "Sharing still my disapoint part." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7049651) [View Reviews](https://www.capterra.com/p/79104/Smartsheet/reviews/) BB Benjamin B. CFO > "The software has streamlined so many aspects of our day-to-day operations—client management, workflow tracking, document..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032) TB Tempi B. Certified Public Accountant > "The small things we dislike are not deal breakers and the efficiency, data security and workflow support the software..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003964) BB Benjamin B. CFO > "The software has truly transformed the way our tax and accounting firm operates by giving us a centralized platform for..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032) TB Tempi B. Certified Public Accountant > "Our clients struggle with using a mobile device for document upload." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003964) Ashleigh L. Audit Manager > "From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6632744) KY Kelly Y. Staff Accountant > "I know it's important, but being automatically logged out after a certain time and re-signing in and waiting for the text..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6537861) MR Monica R. Enrolled Agent and President > "Now, everything is streamlined in one place—client management, document storage, task tracking, and communication." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) CT Christine T. Payroll Specialist > "not being able to set up reoccurring projects in multiple clients at once" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6400009) KR Krunal R. Senior Tax Accountant > "This consolidation helps firms streamline workflows and eliminate the chaos of using disconnected systems." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003923) TO TAMMY O. Administration > "Search bar in printing to file is small and hard to click on." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6382436) BB Benjamin B. CFO > "Firm360 has become an indispensable tool for us, and we genuinely feel it has elevated the way we serve our clients." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032) AC Alessandro C. Chief Operating Officer > "There are many issues that were a step back for us as a firm." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6403393) MR Monica R. Enrolled Agent and President > "The software is also very intuitive; onboarding was smooth, and the customer support team is fantastic—responsive,..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) SB Shayla B. Staff Accountant > "It's not as visually organized as I'd prefer" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6618020) MR Monica R. Enrolled Agent and President > "My team knows exactly what needs to be done and when, which has improved both productivity and client satisfaction." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) DB David B. Owner > "Hard to find a support telephone phone #" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6425882) SM Shauna M. Project Coordinator, Executive Assistant > "With Firm360, the documents are immediately and reliably delivered to a client when we want." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6351687) TM Tracy M. CPA > "I Got spoiled by Thomson Router's file cabinet features I guess, plus firm 360 was implemented during tax season, so there..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514705) MJ Melissa J. Admin > "I have enjoyed using FIRM 360, it has been a huge upgrade from our previous software and keeps everything in one palce." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003912) JP Julie P. Senior Administrative Assistant > "The only thing I didn't like is the constant emails when a client uploads a document. But I think they are working on..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514450) KG Kelli G. Accountant > "The client portal eliminates the need to pass paperwork or clutter up email inboxes." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6612236) TA Tyler A. Owner > "There isn't much that isn't available that my firm needs." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4948216) MR Monica R. Enrolled Agent and President > "What I love most is the workflow automation—nothing falls through the cracks anymore." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247) CM Cynthia M. Administrative Manager > "I don't like that I can't run a better time entered report to calculate payroll hours to be paid. " [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514250) KR Krunal R. Senior Tax Accountant > "The overall experience with Firm360 is positive, especially for small and medium-sized accounting firms." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003923) JT Julie T. Admin assistant > "Not being able to complete a task and record my time after it's completed" [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4188929) MD Meghann D. Receptionist > "Firm360 does a great job of keeping all of our client's files at our fingertips." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6360402) JP Janice P. Office Manager > "The search/filter functions aren't available on all input fields." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815) ME Michelle E. Firm Administrator > "This saves so much time not having to save to your computer and then upload the PDF." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6540425) HK Hannah K. Staff Accountant > "It was difficult to create a due date list for projects that were assigned to me." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4254560) JA Jodi A. Partner > "Timekeeping and reporting functions are easy to use and Dashboard is a great way to track your "To do" list." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6590577) VS Virginia S. Office Administrator > "I don't like going "out of a client" and then have to search for another one that was tied to the first one." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514235) Ashleigh L. Audit Manager > "The software is intuitive, user-friendly, and designed with the needs of accounting professionals in mind." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6632744) MB Meghan B. Owner > "The onboarding process has felt clunky, and it seems that the Firm360 person doesn't understand my questions a lot of the..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4195698) SR Stephanie R. Ownner > "I have found productivity increasing and billing to be easier once I got started with it." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6538397) DR Daniel R. President > "Their customer service and bad business tactics are the worst i have ever experienced in my 40 years of running a CPA firm)..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4230198) ME Michelle E. Firm Administrator > "I am fairly new to Firm360 but it seems to be very user friendly and has good searching capabilities." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6540425) VS Virginia S. Office Administrator > "Asking the client to email us saying there is a document uploaded doesn't seem right. " [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514235) JS Joshua S. Partner > "Firm360 is so intuitive and easy to use. If you have ever used a computer you can use Firm360. Firm360 has everything our..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___5068107) ZJ Zanette J. Office Manager > "It’s just a lot to learn." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6171549) AN Alan N. Owner > "We also like that Firm360 is very active and dynamic and changing with new technology, and not in a way that is trying to..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6157003) JP Janice P. Office Manager > "There is no true integration with Outlook." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815) MM Mario M. Quality Control > "It made it so easy to look for a project and assigned tasks." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6556330) GC Gabriela C. Accounting Associate > "I did not like that you can't edit the task only the project." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3536108) Kentall S. Sales And Marketing Associate > "Furthermore, the program provides configurable branding choices, allowing businesses to tailor the platform with their own..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4745652) BW Ben W. Senior Accountant > "I think there are some repetitive features within the software." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3516461) JA Jodi A. Partner > "Overall the product was exactly what we needed to organize our practice." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6590577) SP Sonja P. Owner > "One thing that I find I'm missing is the email function to be able to send and reply to emails." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2953755) KG Kelli G. Accountant > "Project collaboration across a team is easier than ever." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6612236) CA Christopher A. Manager > "Staff seems resistant to change........." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4224511) DM Dawn M. Partner > "They were always available. As I use the program more, I am finding it easy to navigate." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6543458) LA Leigh A. Communications Director > "Any struggle you have with the software is either misusing it or the staff can add it as a feature pretty quickly." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2931290) MM Mario M. Quality Control > "It's supper easy to use and helpful to keep your files organized." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6556330) MP Melinda P. Staff Accountant > "Lack of training." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4217436) KY Kelly Y. Staff Accountant > "Overall the application is great and we're learning new ways to use it every day." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6537861) CH Cyndi H. Owner > "The one feature I don't especially like about Firm 360 is that all clients must have a client number and that is how your..." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2470565) [View Reviews](https://www.capterra.com/p/197013/Firm360/reviews/) ## User interface 4.49 (3,502) [Firm360](https://www.capterra.com/p/197013/Firm360/) 4.69 (159) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Access Controls/Permissions 207 Important Activity Dashboard 150 Important Agile Methodologies 120 Important Smartsheet Top features 41/50 - Access Controls/Permissions - Activity Dashboard - Agile Methodologies - AI Copilot - Alerts/Notifications - API - Availability Management - Billing & Invoicing - Budget Management - Calendar Management - Client Portal - Collaboration Tools - Commenting/Notes - Customizable Fields - Customizable Templates - Data Import/Export - Document Management - Drag & Drop - Feedback Management - File Sharing - Forecasting - Gantt/Timeline View - Generative AI - Idea Management - Issue Management - Kanban Board - Key Performance Indicators - Milestone Tracking - Mobile App - Multi-Channel Communication - Multiple Projects - Portfolio Management - Predictive Analytics - Prioritization - Productivity Analysis - Project Planning/Scheduling - Recurring Tasks - Remote Support - Reporting/Project Tracking - Resource Management - Risk Management - Tagging - Task Management - Testing/QA Management - Third-Party Integrations - Time & Expense Tracking - Traditional Methodologies - User Management - Version Control - Workflow Management [See all features](https://www.capterra.com/p/79104/Smartsheet/#features) Firm360 31/50 - Access Controls/Permissions - Activity Dashboard - Agile Methodologies - AI Copilot - Alerts/Notifications - API - Availability Management - Billing & Invoicing - Budget Management - Calendar Management - Client Portal - Collaboration Tools - Commenting/Notes - Customizable Fields - Customizable Templates - Data Import/Export - Document Management - Drag & Drop - Feedback Management - File Sharing - Forecasting - Gantt/Timeline View - Generative AI - Idea Management - Issue Management - Kanban Board - Key Performance Indicators - Milestone Tracking - Mobile App - Multi-Channel Communication - Multiple Projects - Portfolio Management - Predictive Analytics - Prioritization - Productivity Analysis - Project Planning/Scheduling - Recurring Tasks - Remote Support - Reporting/Project Tracking - Resource Management - Risk Management - Tagging - Task Management - Testing/QA Management - Third-Party Integrations - Time & Expense Tracking - Traditional Methodologies - User Management - Version Control - Workflow Management [See all features](https://www.capterra.com/p/197013/Firm360/#features) ### Recognition Smartsheet is recognized as a top-rated tool in 5 Capterra Shortlist reports Firm360 Best Value Time TrackingSoftware (2023)  ### Deployment & support Smartsheet Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Firm360 Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Smartsheet - By Smartsheet - Located in United States - Founded in 2012 Firm360 - By Firm Software - Located in United States - Founded in 2019 ## 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